If you have customers who buy bikes from you via a bike lease service, then you'll need to generate two separate invoices – one for the customer, and one for the lease company.

Setting up Lease Companies in the Back Office

1) Create a new customer record with the name of the Bike Lease company. Include the name, address and email address for the lease company.

2) In the Type dropdown menu on the right, choose Company:

Any customers you create or import will have their Type set as Customer by default.

3) Click on Save Pending Change in the bottom right.

4) Repeat the above steps for all of the Bike Lease companies that you work with.

Creating a Bike Lease order

1) First of all, you will need to create the order with the Bike Lease company, on their B2B site.

2) Within CloudPOS, create a Quote that matches the details of the order that you just made with the Bike Lease company. Set the customer on the quote.

3) Once the Bike Lease company accepts the order, you can recall the quote and change it to a Special Order/Workshop Job/Layaway as necessary.

4) In the Transaction Summary Panel on the right, click on Invoice To:

5) Type the name of the Lease Company into the box that appears:

This search field will only bring up customers with the Type set to Company. Choose the correct company (or create a new one if necessary).

6) This will set the whole order to be invoiced to Harry's Bike Rentals, in this example. If you only want to have some of the order lines invoiced to that company, click the dropdown arrow next to an item that the customer will be paying for, then click the red cross next to the name of the Bike Lease company.

7) You can invoice individual order lines to different companies, by expanding the order line as above and clicking on Invoice To for that item.

8) Save the order as usual. You'll be presented with the standard receipt options at the end of the transaction.

9) Open the Back Office and go to the Customer Orders menu.

10) Find the order in question and click on Actions, then Receipts & Invoices.

11) You can then use the Company Invoice options at the bottom of the panel that pops up to print or send the invoices to those companies: